Private Banker

Royal Bank of Canada; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa is seeking an experienced Private Banker to deliver a high-quality banking experience to high net worth clients. You will be responsible for providing proactive advice, building a strong network, and managing client relationships to meet their financial needs. The ideal candidate has a minimum of 5 years of experience and relevant financial certifications. Join a dynamic team that offers competitive compensation and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Leadership support for development

Qualifications

• Minimum of 5 years of experience in providing advice and solutions to high net worth clients.
• Thorough understanding of high net worth financial sales and client relationship management.
• Excellent communication skills in English and French, both written and verbal.

Responsibilities

• Provide high-end relationship management and proactive advice to high net worth households.
• Build and maintain an external Centre of Influence and internal partner network.
• Represent RBC Private Banking as an ambassador for the business.

Skills

Commercial Acumen

Decision Making

Interpersonal Relationship Management

Problem Solving

Investment Risk Management

Education

Personal Financial Planner diploma from CSI

Mutual Fund Dealer Dealing Representative License

Job description

What is the opportunity

We are currently seeking a Private Banker to join our team in the Canada Ontario North & East region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians focused on Private Banking's core value proposition of wealth planning, credit, cash management and day-to-day banking. You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC by introducing clients to the right solutions, partners and capabilities at the right time to help meet client needs both within Private Banking and across RBC.

What will you do

• Provide high-end relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty.
• Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time such as a Wealth Management Advisor or Counsellor for long-term investment advice or a Commercial Account Manager for a business relationship.
• Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs.
• Build and maintain an external Centre of Influence and internal partner network aligned with your target market to acquire new clients.
• Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs.
• Represent RBC Private Banking by acting as an ambassador for the business.

What do you need to succeed

Must-have

• Minimum of 5 years of experience in providing advice and solutions to high net worth clients.
• Thorough understanding of high net worth financial sales and client relationship management.
• Personal Financial Planner diploma from CSI.
• Mutual Fund Dealer Dealing Representative License.

Nice-to-have

• Experience in Commercial Financial Services.
• Professional designations such as CFA, CPA, MBA, LL.B., FEA.
• Excellent communication skills in English and French, both written and verbal.

What’s in it for you

We thrive on the challenge to be our best, with progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions and stock where applicable.

Leaders who support your development through coaching and managing opportunities.

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive and high-performing team.

Flexible work / life balance options.

Opportunities to do challenging work and take on progressively greater accountabilities.

Access to a variety of job opportunities across business and geographies.

Job Skills

Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry Group, Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking Product Services.

Additional Job Details

Address: 50 OCONNOR ST, OTTAWA, Canada

City: OTTAWA

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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